ESS vs. EWZ
Compare and contrast key facts about Essex Property Trust, Inc. (ESS) and iShares MSCI Brazil ETF (EWZ).
EWZ is a passively managed fund by iShares that tracks the performance of the MSCI Brazil 25/50 Index. It was launched on Jul 10, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESS or EWZ.
Correlation
The correlation between ESS and EWZ is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ESS vs. EWZ - Performance Comparison
Key characteristics
ESS:
0.85
EWZ:
-1.28
ESS:
1.28
EWZ:
-1.78
ESS:
1.15
EWZ:
0.79
ESS:
0.54
EWZ:
-0.53
ESS:
4.10
EWZ:
-1.95
ESS:
4.34%
EWZ:
14.57%
ESS:
20.89%
EWZ:
22.13%
ESS:
-62.67%
EWZ:
-77.25%
ESS:
-14.43%
EWZ:
-52.54%
Returns By Period
In the year-to-date period, ESS achieves a 15.69% return, which is significantly higher than EWZ's -29.42% return. Over the past 10 years, ESS has outperformed EWZ with an annualized return of 6.03%, while EWZ has yielded a comparatively lower 0.17% annualized return.
ESS
15.69%
-7.55%
1.36%
20.41%
2.24%
6.03%
EWZ
-29.42%
-12.44%
-11.99%
-26.96%
-6.63%
0.17%
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Risk-Adjusted Performance
ESS vs. EWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essex Property Trust, Inc. (ESS) and iShares MSCI Brazil ETF (EWZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ESS vs. EWZ - Dividend Comparison
ESS's dividend yield for the trailing twelve months is around 3.46%, less than EWZ's 8.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESS Essex Property Trust, Inc. | 3.46% | 3.73% | 4.15% | 2.37% | 3.50% | 2.59% | 3.03% | 2.90% | 2.75% | 2.41% | 2.47% | 3.37% |
EWZ iShares MSCI Brazil ETF | 8.79% | 5.66% | 12.59% | 9.87% | 1.71% | 2.54% | 2.89% | 1.71% | 1.81% | 4.08% | 3.78% | 3.23% |
Drawdowns
ESS vs. EWZ - Drawdown Comparison
The maximum ESS drawdown since its inception was -62.67%, smaller than the maximum EWZ drawdown of -77.25%. Use the drawdown chart below to compare losses from any high point for ESS and EWZ. For additional features, visit the drawdowns tool.
Volatility
ESS vs. EWZ - Volatility Comparison
The current volatility for Essex Property Trust, Inc. (ESS) is 5.64%, while iShares MSCI Brazil ETF (EWZ) has a volatility of 10.99%. This indicates that ESS experiences smaller price fluctuations and is considered to be less risky than EWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.